Zacks Investment Management

In this week’s edition of steady investor, we take a look at
this week’s top news stories and what they could mean for the market:

Why are investors flocking to Emerging Markets?The U.S deficit reached new heights. How could
this affect the economy?Since 2013,[…]

The S&P 500 spent a single day in bear
market territory on Christmas Eve, but since then the index has rewarded
investors who didn’t panic. As I write this column, the S&P 500 has
steadily rallied over +18% ¹ off the bottom,[…]

Is the U.S. Economy
Showing Real Signs of Weakness?

I’ve noticed recently that many economists and ‘experts’ appear to be resetting their expectations for when the U.S. economy might enter a recession. Many now seem to believe it could happen as soon as this year,[…]

What’s next for U.S relations with China? And North Korea? And
could the cyclical stocks rally be a good sign for the market? Read on to get our
answers and more in this week’s Steady Investor!

A
Mixed Bag of Economic and Geopolitical News: Asia – U.S.[…]

We’re only in the second month of the new year, but already we’ve seen many investors experience the tragic cost of market volatility.
According to Lipper data, investors moved a staggering $190 billion into money market funds (cash) in Q4 2018.[…]

Equity markets received some relief in late January, when the Federal Reserve decidedly shifted tone on interest rate increases for 2019. Fed Chairman Jerome Powell said that “the case for raising rates has weakened somewhat,”¹ adding that the Fed is increasingly concerned about the effects of policy-related headwinds from trade disputes,[…]

While market volatility may have you fearful of what’s next, a recession may be further off than you think. Read on to get the details.
Best January Rally in Over 30 Years – stocks recovered sharply in January, with the S&P 500 and the Dow Jones Industrial Average delivering the best start to a year since the 1980s.[…]

Investor sentiment has made a notable shift over the last two years or so, and the pendulum swing may actually help explain why 2018 was such a disappointing year for stocks.
Flashback to 2017 – the buzzword when describing the global economy was “synchronized global recovery,” referring to the widely-held expectation that all developed economies were (finally) expected to grow convincingly and in unison.[…]

The Fed surprised investors with its announcement to stay steady and hold rates, while earnings season seems to be heading steadily on a downward trend. Read on to get the details:
The Fed’s Pleasant Surprise – Many Fed and market-watchers did not expect the Federal Reserve to raise interest rates at the recent January meeting – so it wasn’t much of a surprise when Jerome Powell announced the Fed would hold rates steady.[…]

The Federal Reserve’s decision to raise interest rates at the December 18-19 meeting last year was a source of contention for the equity markets. In fact, just about every rate increase last year (four total) was met with short-term volatility – a reckoning that the era of easy money was officially coming to a close.[…]